Notes from the desk.
Practical lessons from using AI agents, CRM and ERP in our own trading business.
Terramine Desk on your Mac: the desk in a window of its own
A desktop app for the Mac that opens the same Terramine Desk as the browser, with tabs, macOS notifications and a badge on the Dock: what it is, what it is not, and how to sign in.
CRM vs ERP for trading companies: follow the enquiry to delivery
Which work belongs in CRM, which belongs in ERP, and how a distributor can evaluate the handover using one real customer enquiry.
Why part numbers need extra checks in voice AI
How vocabulary, repeat recognition, caller confirmation and recording review help capture references such as 235-60-35300.
Process spare-parts RFQs from PDF to reviewed quotation
An RFQ arrives at 06:40 with thirty-five line items in a PDF. See how Terramine Desk helps capture the request, prepare supplier enquiries and build a quotation for review.
Schedule customer callbacks across time zones
"Call me tomorrow at eleven" means eleven in Chennai, not in Dubai. How an outbound queue keeps promises across time zones, and when it stops.
Source spare parts using supplier price lists
Use supplier price lists to identify coverage, compare available prices and prepare quotation requests for the suppliers you select.
Cross-references and equivalents: one part, one card
328-0730 and 3280730 are the same part; a Komatsu number and an aftermarket one may be too. How a parts catalogue keeps one card per part, and says who decided.
Why our voice agents identify themselves as AI
Clear introductions help callers understand who is handling their enquiry. Here is how Terramine Desk identifies its AI agents and keeps commercial decisions with your team.
CRM for spare-parts traders: one connected customer record
Duplicates, freemail addresses, three people at one company and a card that never says what time it is there. What a parts trader's CRM has to get right.